+120.4%
XLK vs VZ
+83.7%
+36.8%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.6% |
| 7D | +0.2% | +0.9% | -0.7% | +0.4% |
| 30D | -0.6% | +7.7% | -8.4% | +0.7% |
| 3M | +2.6% | +9.7% | -7.1% | +4.7% |
| 6M | +34.0% | +3.1% | +30.9% | +35.8% |
| YTD | +30.7% | +30.5% | +0.2% | +36.2% |
| 1Y | +39.2% | +22.5% | +16.7% | +44.4% |
| 3Y | +120.4% | +82.4% | +38.1% | +126.8% |
| All | +120.4% | +83.7% | +36.8% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling